Todd grew up in West Fargo, ND and graduated from Moorhead State University. He currently resides in Chisago City with his wife and two children. He has been a licensed financial advisor since 1989. Todd specializes in working with individuals and local businesses in areas such as retirement planning, estate planning, college funding, insurance, investments, professional money management and asset allocation. Regular meetings to review the current financial situation, as well as long and short-term objectives, are important to Todd. He then analyzes the information, determines which strategies will work best and tailors a plan specifically to help meet their financial needs and goals. Finally, after the plan is implemented, Todd likes to meet with his clients on a regular basis to make necessary adjustments as their needs change. Todd enjoys helping his clients plan for a secure financial future.
and advisory representative of Advanced Advisor Group, LLC,
440 Emerson Street N., Suite 4, Cambridge, MN 55008.
Advisory services may be offered through Educators Financial Services,
a Registered Investment Advisor and affiliated company.